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PrismHR ClientSpace
PrismHR ClientSpace Revenue Management 4.11 126 reviewer insights

PrismHR ClientSpace: Client onboarding and Workflow Automation

PrismHR - improve your efficiency and help grow your business

PrismHR ClientSpace helps SMBs automate client onboarding and manage the client lifecycle for Professional Employer Organizations (PEOs). Teams use it to organize and automate their client setup process, moving away from emails and manual checklists. They also manage the full client lifecycle in one place, tracking sales, support, and renewals without switching tools. For example, a customer used PrismHR ClientSpace to organize and automate their client setup process.

Is PrismHR ClientSpace right for your team?

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What teams use PrismHR ClientSpace for

Explore PrismHR ClientSpace use cases grouped by customer job. Click a use case to read the supporting evidence, or open a job to see detailed results.

Job
How widely used
Use cases
Also used for
Lifecycle engagement and retention Galactic, Inc. Marketing Automation
Emerging use

Other use cases

PrismHR ClientSpace capabilities

Explore PrismHR ClientSpace capabilities and related topics most often mentioned in customer evidence. Click a capability to read the supporting evidence.

Who uses PrismHR ClientSpace

IndustriesAggregated usage insights
Human Resources: 40%Insurance: 40%Marketing and Advertising: 17%Transportation/Trucking/Railroad: 3%
Company sizeAggregated usage insights
Mid-market: 57%Enterprise: 43%
  • Mid-market57%
  • Enterprise43%

PrismHR ClientSpace customer stories

Results reported in published case studies.

Makai HR

Human Resources · Small

PrismHR ClientSpace helped Makai HR, a Honolulu-based PEO, boost efficiency and teamwork. The team used to struggle with multiple systems and repeated data entry. Now, they manage the ful...

PrismHR ClientSpace helped Makai HR, a Honolulu-based PEO, boost efficiency and teamwork. The team used to struggle with multiple systems and repeated data entry. Now, they manage the full client lifecycle in one place. The platform lets staff track sales, support, and renewals without switching tools. Makai HR replaced their CRM and now enjoys faster agreement generation and better visibility across departments.

Galactic, Inc.

Human Resources · Small

Galactic, Inc. used PrismHR ClientSpace to organize and automate their client setup process. Before, the team relied on emails and manual checklists, which caused delays and confusion. Wi...

Galactic, Inc. used PrismHR ClientSpace to organize and automate their client setup process. Before, the team relied on emails and manual checklists, which caused delays and confusion. With PrismHR ClientSpace, workflows assign tasks and send notifications, making the process smooth and consistent. The team can now handle last-minute client requests with ease. Galactic also uses the platform to manage terminations and other HR tasks more efficiently.

PrismHR ClientSpace activities

From 126 reviewer insights.

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PrismHR, Inc. News

Product

How PrismHR Global Equips PEOs with Global Workforce Solutions

PrismHR Global Solutions offers a comprehensive platform for PEOs, ASOs, and Payroll Service Bureaus to manage international workforce needs. The platform integrates global payroll, Employer of Record services, and contractor management, enabling providers to support clients' international growth without developing in-house capabilities. This solution helps providers maintain client relationships and compete with larger workforce providers.

Product

PrismHR Retirement Services: Tis the Season to Think Benefit Options

PrismHR introduces Retirement Services, offering flexible, integrated 401(k) solutions for HR outsourcers (HROs) and their clients. These services aim to simplify retirement plan administration and enhance employee benefits, helping small and medium-sized businesses (SMBs) compete with larger organizations. PrismHR's solutions reduce administrative burdens and provide customized plan designs and employee education programs.

Executive

PrismHR Names Michael Lockhart Chief Information Security Officer

PrismHR has appointed Michael Lockhart as Chief Information Security Officer. Lockhart will enhance the company's security strategy, focusing on key pillars like cyber-risk management and external governance. His extensive experience in technology and cybersecurity will support PrismHR's platform innovation and client trust.

Product

PrismHR Insurance Advisory & Benefits Services: Solving the Top 3 Benefits and Compliance Challenges

PrismHR has launched its Insurance Advisory & Benefits Services to address key benefits and compliance challenges for Professional Employer Organizations (PEOs). This service integrates strategic advisory, voluntary insurance products, and Broker of Record services to streamline benefits administration, enhance employee coverage, and improve client satisfaction.

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PrismHR, Inc. Profile

Company Name

PrismHR, Inc.

Company Website

https://www.prismhr.com/

HQ Location

35 Parkwood Drive,Suite 200, Hopkinton, MA

Employees

51-100

Social

Financials

M&A